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Featured Business Financial Advisor in Greenwood Village, CO
Greenwood Village Financial Advisors
Margin
7350 E Progress Pl #100
Greenwood Village, CO 80111
Advisor Profile
Eric M.  Courage
Name:  Eric M. Courage

About Margin

MARGIN currently specializes in:

- Pre-Retirees and FIRE (Financially Independent Retire Early) - HENRY (High Earner, Not Rich Yet) and HINT (High Income, No Time) - Entrepreneurs

The inspiration for MARGIN came from Eric?s professional journey. After beginning as analyst specializing in healthcare transactions, he performed institutional mutual fund research at Transamerica, quickly becoming the lead analyst to lay the groundwork for their inevitable entry into ETFs. He was then promoted to work in Corporate Competitive Analysis, assisting in constructing competitive research for all insurance and investment products within the Americas for the C-Suite. Finally, Eric worked as an advisor at a Bank Private Client Group?.

Throughout his career, Eric found that leaders spent more time talking about how to make their firms money than how to make clients more money. Eric envisioned and started MARGIN as an honest alternative.
 

General Information

CRD#:    5513725
Firm CRD#:    290094
States Willing to do Business in:    Aurora,Castle Rock,Denver,Englewood,Littleton,Lone Tree,Morrison,Greenwood Village
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    2
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA)
Securities Licenses:    Series 65
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Compensation Methods:    Flat Fee
Additional Details on Charges:    Complexity-Based Flat Fee
 
 
 
Prepared By: Eric M. Courage

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